GLR
CYA

Great Lakes Retirement’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Great Lakes Retirement’s Portfolio CYA Stock Details CYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,764
Closed -$207K – 235
2023
Q2 		$207K Buy
+1,764
New +$267K 0.04% 217

Other funds holding CYA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Great Lakes Retirement's CYA Position: Q3 2023 in Review

Great Lakes Retirement sold out of Simplify Tail Risk Strategy ETF (CYA) in Q3 2023, closing a stake of 1,764 shares — an estimated $207K sold.

Great Lakes Retirement first reported a position in CYA in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 12 funds tracked by Wall St. Rank hold CYA as of Q3 2023.

  • Great Lakes Retirement reported no remaining Simplify Tail Risk Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Great Lakes Retirement sold 1,764 Simplify Tail Risk Strategy ETF shares in Q3 2023, an estimated $207K.
  • Great Lakes Retirement first reported a position in Simplify Tail Risk Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Great Lakes Retirement's Simplify Tail Risk Strategy ETF position peaked at $207K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q3 2023.

Based on Great Lakes Retirement's 13F filing for Q3 2023, filed 19 Oct 2023.